The investment seeks long-term capital appreciation. The fund typically invests at least 80% of assets in securities of companies with market capitalization greater than $500 million at the time of purchase and companies whose stock price and other fundamentals are considered by the Adviser to be in the top 25% of equity markets as measured by various financial industry research companies and other independent organizations providing similar services. It typically focuses investments in a core group of 15-50 stocks.
Fund filings (PDF) »
Drew Cleland (Started: May 25, 2007)
Douglas Ralston (Started: Aug 31, 2000)
Heath Jordan (Started: Sep 30, 2001)
Ben Edwards (Started: Aug 31, 2000)
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